A Screen flow in Salesforce is a user-interactive flow where the user directly interacts with the UI created by the Screen flow. For example, if a user wants to create a Lead record, the user has to enter the required fields in the UI created by the screen flow to do so.
In this Salesforce tutorial, we will learn about screen flows in Salesforce. Using an example, I will also explain the process of creating a record with Screen Flow.
What are Screen Flows in Salesforce
In Salesforce, Flow is a tool for automating business procedures. It is used to create custom flows, one of which is Screen flow, a primary and widely used flow.
Screen flows provide instructions or call scripts, direct users to complete certain fields, and perform actions like creating and updating a record, and all of this is done in just a few clicks without writing any code.
The Screen element is the feature that distinguishes the screen flow from the other flows. A single screen flow in Salesforce can have multiple screens, and this screen will also be visible to users.
On the screen flow, the components panel on the left represents the items available to be displayed within the screen element.
Here, you will find standard components, such as picklists and text, and custom components that have either been developed internally or come from managed packages.
Create a Salesforce ScreenFlow
To create a Salesforce flow, navigate to Salesforce’s Setup page and follow the steps below.
In the steps below, I will explain the process of creating a screen using a real-time scenario.
While working for an organization that provides software solutions, I was assigned the task of creating a flow to create a new account record to onboard new clients.
I decided to create a Screen flow, and with this flow, the Sales team will be able to create account records without navigating to the Accounts tab and entering multiple fields.
1. On the setup page, go to the Quick Find box and search, then select Flows under the heading Process Automation.
2. In the Flows setup window, click the New Flow button.
3. In the new flow window, select the option Screen Flow and click on the Create button.
4. In the Salesforce flow builder, click on the “+” icon below the Start of flow to add an element.
5. Drag the Screen element to the flow canvas from the Elements tab on the left-hand sidebar.
6. In the New Screen window, enter the Label for the screen. In this flow, I have entered the Label as Account details, and the API name will be auto-filled according to the entered label.
Add components from the left sidebar to the screen section. In this example, I will create an account recor